Jobing Description
We are looking for Financial Professionals to join our family
Highland Wealth Management is seeking candidates to join our expanding firm. We are a fully independent financial investment and wealth management firm located in Plano, TX
We are proud to offer our clients help and services from many areas of investments, and our advisors will never be locked down to certain products or certain companies. Being independent, we can truly tailor a portfolio to our clients' specific needs. We take pride in having developed a company that still values loyalty and feels like a family, that being said we are only seeking top candidates to continue to grow our family. We look forward to interviewing!!! View our website at www.myhighlandwealth.com.
Areas of Concentration for our Clients:
401K, Roth IRA, Mutual Funds, Unit Investment Trusts, Stocks, Bonds, Equities, Education Plans, Fixed Income, Trusts Services, Advisory Accounts, Estate Planning, Variable Annuities, Brokerage Accounts, Money Market Funds, Life Insurance, Roll Overs and Exchanges, Long Term Care Insurance, Individual Retirement Accounts, Alternative Investments, Business Solutions, Risk Management, Company Benefits Planning, Budgets, Private Placements.
Skills / Requirements
Requirements for Non securities licensed individuals:
Training and licensing provided
Vast social network
Clean credit history
Willingness to learn
Entrepreneurial spirit, ambition, and leadership skills
Requirements for Licensed individuals:
Same as above, minimum of Series 6, Series 63, proven track record, clean U5
Additional incentives available for established books of business or GDC in excess of 500k for the past 12 months. Series 7, Series 65, Series 66, CFP, or CFA a plus.
Important Notes
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